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News Focus
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JAB65

06/16/25 7:25 PM

#55126 RE: Mr. C #55125

Sounds good and either way the merger will be announced right on the heels of FID.

We know they have been public about wanting to do a second FLNG either together or immediately after. It appears most likely that it will come right on the heels of the first, contract dependent.

Things are about to get very exciting.
Bullish
Bullish
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Vitamin310

06/16/25 7:52 PM

#55128 RE: Mr. C #55125

What if RM is announced knowing they have FID? Wouldn't that news be more beneficial to the stock (and thus Delfin) if it were public at the time of the announcement?

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Mr. C

06/17/25 12:42 PM

#55148 RE: Mr. C #55125

Remember, 90%-95% chance of merger here as predicted by AI and I agree.

What’s hurting this stock now is the fact that we do have a clear timeline and it’s defenseless as a shell.

FID can’t just come out of nowhere anymore and we all expect it in August with merger announcement soon to follow, so there is room for manipulation between now and then.

Someone can sell and drop the price without having to worry about getting caught missing the news anymore.

Another contract or the Final EPA puzzle piece and we’ll see some return to normality, but I expect contracts to come likely post-FID now and not prior, which extends the runway for manipulation, but we’ll see.

I still wouldn’t want to risk selling at these prices though and get caught with my pants down just in case.

Things change in August hopefully. I’m not too worried about another large delay as I think their feet are on the political fire this time, but let’s see what happens with the EPA and extension first, as those are the likely factors for shorter term delays